| Quarry LP | 141 | $40.8K | 0.01% | +141 | New |
| LGT Financial Advisors LLC | 139 | $40.2K | 0.10% | 00.0% | Unchanged |
| Rational Advisors LLC | 131 | $37.9K | 0.00% | −20−13.2% | Reduced |
| Geneos Wealth Management Inc. | 130 | $37.6K | 0.00% | +87+202.3% | Added |
| Deseret Mutual Benefit Administrators | 128 | $37.0K | 0.02% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 104 | $30.1K | 0.00% | −6−5.5% | Reduced |
| Catalyst Capital Advisors LLC | 104 | $30.1K | 0.00% | −6−5.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $28.9K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $28.9K | 0.00% | +100 | New |
| Trust Co of Vermont | 100 | $28.9K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 83 | $24.0K | 0.01% | +42+102.4% | Added |
| Centerpoint Advisors, LLC | 83 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $23.4K | 0.00% | −5−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 80 | $23.1K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 75 | $21.7K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 75 | $21.7K | 0.01% | +75 | New |
| Allworth Financial LP | 74 | $21.4K | 0.00% | +10+15.6% | Added |
| Global Retirement Partners, LLC | 67 | $19.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 67 | $19.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 64 | $18.5K | 0.00% | +2+3.2% | Added |
| Contravisory Investment Management, Inc. | 63 | $18.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 63 | $18.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $16.5K | 0.00% | +57 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $14.7K | 0.00% | +18+54.5% | Added |
| Proequities, Inc. | 50 | $14.5K | 0.00% | −13−20.6% | Reduced |
| Leonteq Securities AG | 49 | $14.2K | 0.00% | +15+44.1% | Added |
| Spire Wealth Management | 47 | $13.6K | 0.00% | +1+2.2% | Added |
| Cetera Trust Company, N.A | 44 | $12.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 43 | $12.4K | 0.00% | +6+16.2% | Added |
| WR Wealth Planners, LLC | 38 | $11.0K | 0.00% | −4−9.5% | Reduced |
| WealthCollab, LLC | 38 | $11.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $10.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 35 | $10.1K | 0.00% | +2+6.1% | Added |
| Whittier Trust Co | 30 | $8.68K | 0.00% | −25−45.5% | Reduced |
| First Horizon Advisors, Inc. | 29 | $8.39K | 0.00% | +5+20.8% | Added |
| Private Trust Co NA | 27 | $7.81K | 0.00% | +1+3.8% | Added |
| Huntington National Bank | 26 | $7.52K | 0.00% | −6−18.8% | Reduced |
| Jones Financial Companies LLLP | 25 | $7.24K | 0.00% | +20+400.0% | Added |
| Brown Brothers Harriman & Co | 24 | $6.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $6.65K | 0.00% | −1−4.2% | Reduced |
| Global Financial Private Client, LLC | 23 | $6.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $5.79K | 0.00% | −1−4.8% | Reduced |
| REAP Financial Group, LLC | 19 | $5.42K | 0.00% | −26−57.8% | Reduced |
| Private Wealth Management Group, LLC | 18 | $5.21K | 0.00% | −6−25.0% | Reduced |
| Bryn Mawr Trust Co | 18 | $5.21K | 0.00% | +18 | New |
| Valued Wealth Advisors LLC | 17 | $4.92K | 0.00% | −7−29.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $4.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $4.63K | 0.00% | +1+6.7% | Added |
| Baldwin Brothers Inc | 15 | $4.34K | 0.00% | +15 | New |
| Gen-Wealth Partners Inc | 14 | $4.05K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 14 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $4.05K | 0.00% | +13+1,300.0% | Added |
| Altshuler Shaham Ltd | 14 | $4.05K | 0.00% | +14 | New |
| Caitlin John, LLC | 10 | $3.26K | 0.00% | −258−96.3% | Reduced |
| Financial Management Professionals, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 10 | $2.89K | 0.00% | +10 | New |
| Financial Gravity Companies, Inc. | 10 | $2.89K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $2.31K | 0.00% | −49−86.0% | Reduced |
| Laurel Wealth Advisors LLC | 8 | $2.31K | 0.00% | −2−20.0% | Reduced |
| CoreCap Advisors, LLC | 8 | $2.31K | 0.00% | +8 | New |
| Legacy Investment Solutions, LLC | 7 | $2.19K | 0.00% | +7 | New |
| Legacy Wealth Managment, LLC | 7 | $2.19K | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Bogart Wealth, LLC | 6 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.45K | 0.00% | −7−58.3% | Reduced |
| Manchester Capital Management LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $1.16K | 0.00% | −1−20.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $1.16K | 0.00% | +2+100.0% | Added |
| Claris Advisors, LLC | 4 | $1.16K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $869 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $868 | 0.00% | +1+50.0% | Added |
| Capital Performance Advisors LLP | 3 | $868 | 0.00% | +3 | New |
| LRI Investments, LLC | 2 | $656 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $578 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $502 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $437 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $371 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $290 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $289 | 0.00% | −5−83.3% | Reduced |
| Larson Financial Group LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Penserra Capital Management LLC | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −27,457−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −21,812−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −16,177−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,124−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −14,669−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −13,647−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −12,109−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Trinity Legacy Partners, LLC | 0 | $0 | 0.00% | −7,936−100.0% | Sold out |